- Deloitte (Mclean, VA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing trust documents + Excellent… more
- Deloitte (Washington, DC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, or… more
- Cayuse Holdings (Washington, DC)
- …from $100M to $1B. The core role of the CFO is a balance of strategic planner , change catalyst, operator, and steward of the company. The CFO will lead all financial ... Reservation (CTUIR), and the CFO will interact directly with senior management and the Board of Trustees for the...Must have significant experience working with treasury and strategic wealth management and growth which will be critical for… more